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Uranium Mining & Enrichment

Uranium miners and enrichers supply reactor fuel, a market with few producers and long contracts. Restricted Russian supply has made Western enrichment capacity strategically valuable.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	William Blair Investment Management Chicago, Illinois	$189M	+$19.8M	1	0.57%	Increased
52	Swiss National Bank Zurich, Switzerland	$186M	-$5.02M	7	0.1%	Reduced
53	Wells Fargo San Francisco, California	$179M	+$15.6M	16	0.03%	Increased
54	LPL Financial San Diego, California	$173M	+$14.2M	16	0.04%	Increased
55	Deutsche Bank Frankfurt Am Main Ge, Germany	$171M	+$15.1M	9	0.05%	Increased
56	Vident Advisory Alpharetta, Georgia	$167M	+$11.8M	13	1.21%	Increased
57	Dimensional Fund Advisors Austin, Texas	$163M	+$6.75M	4	0.03%	Increased
58	Renaissance Technologies New York	$159M	+$19M	5	0.22%	Increased
59	Temasek Holdings Singapore	$155M	+$43.7M	5	0.42%	Increased
60	Northern Trust Chicago, Illinois	$154M	+$10.5M	9	0.02%	Increased
61	W.H. Reaves & Co Jersey City, New Jersey	$153M	+$2.53M	2	2.32%	Increased
62	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$142M	+$12.5M	5	0.16%	Increased
63	Scotia Capital Toronto, Ontario, Canada	$141M	+$49.7M	4	0.53%	Increased
64	BNP Paribas Asset Management Paris, France	$141M	-$3.13M	5	0.14%	Reduced
65	Group One Trading Chicago, Illinois	$137M	+$3.5M	9	0.19%	Increased
66	Bank of Nova Scotia Toronto, Ontario, Canada	$136M	+$3.72M	4	0.2%	Increased
67	Alyeska Investment Group Chicago, Illinois	$127M	+$91.9M	3	0.33%	Increased
68	Citigroup New York	$126M	-$51.8M	12	0.04%	Reduced
69	Menora Mivtachim Holdings Ramat Gan, Israel	$125M	+$79.9M	2	0.49%	Increased
70	Canada Life Winnipeg, Manitoba, Canada	$121M	+$23.7M	4	0.19%	Increased
71	TD Waterhouse Canada Toronto, Ontario, Canada	$120M	+$15.9M	12	0.31%	Increased
72	Man Group London, United Kingdom	$119M	-$77.2M	6	0.19%	Reduced
73	Raymond James Financial St Petersburg, Florida	$116M	+$5.66M	11	0.03%	Increased
74	Barclays London, United Kingdom	$114M	+$37.5M	15	0.02%	Increased
75	Driehaus Capital Management Chicago, Illinois	$111M	-$169M	3	0.64%	Reduced